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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $602,097 | $165,381+264.1% | $149,730+302.1% | $158,966+278.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.52% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,488 | $7,182+73.9% | $6,843+82.5% | $5,983+108.7% |
| Admin fee / account holder | $52 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |